Senior Wealth Advisor - Growth, Leadership & Client Impact

Carson Wealth; Palatine (IL); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

PTO and parental leave

Life and AD&D Insurance

Job summary

Carson Wealth is seeking a Senior Wealth Advisor to lead and expand relationships with high-net-worth clients nationwide. The role emphasizes advisory excellence, client education, and mentorship within a collaborative team across offices.

You will build new client relationships, navigate complex financial scenarios, and present tailored financial plans while upholding the firm’s core values and fiduciary standards. A strong track record in wealth management is required.

Qualifications

• 5+ years investment advisory experience
• Excellent interpersonal, communication, and prioritization skills
• Experience working with high-net-worth clients

Responsibilities

• Lead client relationships and provide advisory services at the highest level
• Attract new clients to the firm and expand the client book
• Collaborate with team members across offices and mentor associates
• Prepare for client meetings and guide the service team on next steps
• Maintain compliance with firm policies and regulatory requirements

Skills

Interpersonal skills

Communication

Time management

Client service

Business development

Leadership

Mentoring

Education

Bachelor’s degree in finance or related field

CFP or CFA preferred

Active Series 65 or 66 license

Tools

Office Suite

Salesforce

Orion

eMoney

MoneyGuide

Job description

Carson Wealth is seeking a Senior Wealth Advisor to lead and expand relationships with high-net-worth clients nationwide. The role emphasizes advisory excellence, client education, and mentorship within a collaborative team across offices.

You will build new client relationships, navigate complex financial scenarios, and present tailored financial plans while upholding the firm’s core values and fiduciary standards. A strong track record in wealth management is required.